*NEXT GEN WEALTH HIRINGS*

*Job Title*: Insurance Advisor / Insuarance sales

*Location*: Malad West, Mumbai

*Education*: Minimum graduate

*Experience Required*: 1 to 8 Years

*Compensation*: Fixed Salary + Attractive Performance-Based Incentives

*Role Overview*:

As a Wealth Solutions Advisor, you will play a key role in driving business growth while acting

as a trusted financial partner to clients. This role combines calling and field sales, client

relationship management, and advisory-driven selling. You will be responsible for acquiring

new clients, nurturing existing relationships, and contributing directly to the company’s

revenue growth.

*Key Responsibilities*:

- Drive business growth by sourcing new leads through outbound calls, field activities,

referrals, and structured prospecting methods.

- Market and sell insurance, mutual fund, and health solutions in line with organizational

guidelines and client requirements.

- Manage existing client portfolios through regular follow-ups, renewals, and

identification of cross-selling and upselling opportunities.





- Establish and maintain long-term client relationships by assessing financial objectives

and delivering appropriate wealth solutions.

- Achieve assigned monthly and quarterly revenue targets in alignment with company

sales objectives.

- Maintain accurate and timely documentation of client interactions, sales activities, and

performance metrics.

- Ensure consistent delivery of a qualified customer experience, fostering trust,

retention, and long-term client value.

*Desired Skills & Competencies*:

- Strong communication, presentation, and interpersonal skills.
- Client-focused mindset with the ability to build long-term relationships.
- Goal-oriented and self-motivated with a strong drive to achieve targets.
- Interest in financial planning, investments, and wealth management.
- Prior experience in financial services or sales is an advantage, but freshers with the right

attitude are welcome.

*Whatsapp Contact - +91-XXXXXXXXXX*

Pay: Up to ₹40,000.00 per month

Benefits:

- Life insurance
- Paid sick time
- Paid time off
- Provident Fund

Work Location: In person

📌 Insurance Advisor (India)
🏢 Recruit Desk
📍 India